• Featured

  What will 2020 look like in Asia Pacific for gas and LNG?

  • 18 12月 2019

  The global LNG market spent 2019 in the depths of oversupply with Asian spot LNG prices hitting an all-time low of $4.3/MMBtu in September.

• Featured

  What’s ahead for North America gas?

  • 18 12月 2019

  2019 was another stellar year of US gas production growth pushing to new record highs aided by productivity gains, power demand growth and LNG exports. With producer spending only coming into sharper focus and competition for demand growing both domestically and globally, will the North America gas market experience pivotal changes in 2020 or continue on the same path set by 2019?

• Opinion

  Coronavirus and China’s jittery commodity markets

  • 04 2月 2020

  The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.

• Opinion

  Is Northeast Asia finally tackling its coal dependency as air quality deteriorates?

  • 14 1月 2020

  As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.

• Opinion

  LNG’s short-term blues

  • 13 12月 2019

  In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.

• Opinion

  Power of Siberia begins gas supply to China (and why it’s ok for LNG)

  • 16 12月 2019

  On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.

• Opinion

  The Asia energy market outlook for 2020

  • 06 1月 2020

  A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!

• Case Study

  Putting Mozambique on the global LNG map

  • 06 2月 2020

  Preparing for Mozambique’s upcoming LNG boom Mozambique is an emerging leader in LNG: the country is expected to become the largest producer in sub-Saharan Africa (and the fourth largest in the world) by the mid-2020s when over 30 mmtpa of LNG comes onstream. Mozambique’s NOC ENH had a unique opportunity to develop its business and become an active player in the global LNG market, which is forecast to more than double in size by 2040.

• Opinion

  Greener LNG is vital to Asia’s sustainable development

  • 29 11月 2019

  Gas will play a vital role in Asia’s fight against air pollution, and in meeting its future energy demand. But with its environmental impact under new scrutiny, is it time for LNG to get greener?

• Featured

  The IEA’s outlook to 2040

  • 15 11月 2019

  The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

• Opinion

  Rebooting what’s possible in India’s gas and LNG market

  • 07 11月 2019

  India is something of a conundrum for global LNG players. I recently returned from a week in Delhi, just as the capital was making headlines for one of the worst episodes of air pollution, while the country’s energy mix remains dominated by cheap domestic coal.

• The Edge

  Challenges in a growing LNG market

  • 17 9月 2019

  LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?

• Opinion

  Who will make money on the second wave of US LNG?

  • 06 9月 2019

  Commercial structures are evolving as the second wave takes shape, changing the balance of risk and reward for project developers, suppliers and offtakers.

• Opinion

  Do European utilities still have an appetite for LNG?

  • 03 9月 2019

  European utilities are re-evaluating their exposure across the gas value chain against the backdrop of the energy transition.

• Opinion

  Trading houses’ risk appetite create more evolved LNG market

  • 20 8月 2019

  The rising influence of four commodity trading houses is shaking up the global LNG market. Trafigura, Vitol, Glencore and Gunvor have played a part.

• Opinion

  It’s now time to get excited about renewables in Asia Pacific

  • 02 8月 2019

  How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?

• Opinion

  How will Russia respond to Europe's changing gas market?

  • 22 7月 2019

  Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?  

• Opinion

  Stepping on the gas: are Asia Pacific governments doing enough?

  • 26 6月 2019

  Find out which Asia Pacific countries are most attractive to investors as a gas supply crunch looms. And get your copy of the report by Graham Kellas, Senior VP of Global Fiscal Research.

• Featured

  IMO 2020 - Countdown to 1 January 2020

  • 07 6月 2019

  The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.

• The Edge

  LNG confronts its demons

  • 28 5月 2019

  The world needs more LNG. But LNG has been synonymous with poor project management. Can the industry deliver future projects on time and on budget?

• Featured

  China economic slowdown: 3 reasons why it's different this time

  • 15 4月 2019

  Three main reasons why the economic slowdown in China in 2019 is different from 2008. And what it means for global commodity markets.

• Editorial

  Change of course as FLNG players take second look at financials

  • 30 1月 2019

  What challenges face the FLNG industry in 2019? Get the latest analysis from our experts on FLNG costs, project economics and long-term outlook.

• Featured

  Global upstream: 5 things to look out for in 2019

  • 11 1月 2019

  The global upstream fundamentals for 2019 are encouraging, despite recent price volatility. Angus Rodgers explains why in this look ahead at five big themes in upstream oil and gas in 2019.

• Featured

  The changing face of global energy: Latin America takes centre stage

  • 14 5月 2018

  As market share for renewables gains momentum, key players are entering the scene across Latin America. With Mexico's Energy Reform enabling solar and wind capacity to grow, Brazil making a comeback in wind power and Argentina emerging as the fastest-growing regional market for renewable energy, it's clear that these countries will continue to dominate the spotlight.

• Editorial

  How four trading houses are shaking up the LNG industry

  • 31 1月 2018

  Trafigura, Vitol, Gunvor and Glencore are dominating the LNG trading landscape, trading 9% of total LNG sold worldwide. What do they have to offer?

• Editorial

  Prelude sets sail, Australian government moves to restrict exports

  • 31 7月 2017

  Our Asia Pacific upstream research team discusses the latest changes in the Australian upstream sector, focusing on Prelude's journey to Australia and the government's introduction an export restrictions policy.

• Editorial

  Where will a global LNG price reference emerge?

  • 17 9月 2018

  Where will a global LNG price reference emerge? Find out why the US Gulf Coast is likely to take the lead in the short term, with the global LNG market looking to China in the long term.

• Opinion

  IMO 2020: mayhem or opportunity for the refining and marine sectors?

  • 04 9月 2018

  Alan Gelder investigates the impact of the IMO's planned changes to marine fuel standards on the shipping and refining sectors This article first appeared on Forbes.com on September 3, 2018.

• Opinion

  LNG ship orders pour in

  • 21 8月 2018

  Thirty-three new LNG ships have been ordered so far this year, compared to 19 in the whole of 2017 and just six in 2016 - a result of favourable rates, low newbuilding prices and rapidly growing demand. But owners need to be careful they don’t over order. Is it too little too late or too much too soon?

• Opinion

  Australia's east coast gas market – how LNG changes everything

  • 27 9月 2018

  At last count four separate project developers are proposing LNG import terminals in Australia. These come just as Australia is ramping up LNG production to overtake Qatar as the world's largest LNG exporter. So what is going on?